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Founders Financial Alliance’s iShares Russell 1000 Growth ETF IWF Stock Holding History

Founders Financial Alliance’s Portfolio IWF Stock Details IWF Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$4.24M Sell
34,182
-134
-0.4% -$16.2K 0.56% 49
2026
Q1 		$3.66M Sell
34,316
-260
-0.8% -$29.5K 0.66% 35
2025
Q4 		$4.09M Sell
34,576
-980
-3% -$116K 0.77% 30
2025
Q3 		$4.16M Sell
35,556
-3,848
-10% -$428K 0.78% 27
2025
Q2 		$4.18M Sell
39,404
-868
-2% -$83K 0.95% 21
2025
Q1 		$3.64M Sell
40,272
-2,728
-6% -$269K 0.88% 24
2024
Q4 		$4.32M Sell
43,000
-1,056
-2% -$104K 1.19% 17
2024
Q3 		$4.13M Sell
44,056
-1,540
-3% -$140K 1.15% 17
2024
Q2 		$4.16M Sell
45,596
-784
-2% -$66.9K 1.23% 14
2024
Q1 		$3.91M Sell
46,380
-120
-0.3% -$9.67K 1.17% 16
2023
Q4 		$3.52M Sell
46,500
-164
-0.4% -$11.6K 1.37% 13
2023
Q3 		$3.1M Sell
46,664
-8
-0% -$552 1.36% 11
2023
Q2 		$3.21M Buy
46,672
+20
+0% +$1.27K 1.26% 12
2023
Q1 		$2.85M Buy
46,652
+236
+0.5% +$13.6K 1.42% 12
2022
Q4 		$2.49M Sell
46,416
-152
-0.3% -$8.36K 1.14% 17
2022
Q3 		$2.45M Sell
46,568
-6,728
-13% -$396K 1.25% 11
2022
Q2 		$2.91M Buy
53,296
+6,704
+14% +$402K 1.48% 8
2022
Q1 		$3.23M Buy
46,592
+72
+0.2% +$4.92K 1.44% 8
2021
Q4 		$3.55M Sell
46,520
-2,092
-4% -$155K 1.43% 8
2021
Q3 		$3.33M Buy
48,612
+1,092
+2% +$77.2K 1.56% 8
2021
Q2 		$3.23M Buy
47,520
+136
+0.3% +$8.77K 1.47% 8
2021
Q1 		$2.92M Buy
47,384
+128
+0.3% +$7.79K 1.44% 10
2020
Q4 		$2.85M Sell
47,256
-668
-1% -$38K 1.61% 8
2020
Q3 		$2.6M Buy
+47,924
New +$2.52M 1.55% 8

Other funds holding IWF

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Founders Financial Alliance's IWF Position: Q2 2026 in Review

Founders Financial Alliance reduced its iShares Russell 1000 Growth ETF (IWF) stake by 0.39% in Q2 2026, selling an estimated $16.2K and leaving 34,182 shares worth $4.24M. The position accounts for 0.56% of the portfolio, ranked #49.

Founders Financial Alliance first reported a position in IWF in Q3 2020 and has held it in 24 quarters since. The position peaked at $4.32M in Q4 2024. 2,499 funds tracked by Wall St. Rank hold IWF as of Q2 2026.

  • Founders Financial Alliance held 34,182 shares of iShares Russell 1000 Growth ETF worth $4.24M as of Q2 2026.
  • Founders Financial Alliance sold 134 iShares Russell 1000 Growth ETF shares in Q2 2026, an estimated $16.2K.
  • iShares Russell 1000 Growth ETF made up 0.56% of Founders Financial Alliance's portfolio in Q2 2026, its #49 holding.
  • Founders Financial Alliance first reported a position in iShares Russell 1000 Growth ETF in Q3 2020 and has held it in 24 quarters since.
  • Founders Financial Alliance's iShares Russell 1000 Growth ETF position peaked at $4.32M in Q4 2024.
  • 2,499 funds tracked by Wall St. Rank held iShares Russell 1000 Growth ETF as of Q2 2026.

Based on Founders Financial Alliance's 13F filing for Q2 2026, filed 4 Aug 2026.